Answer it on the call
Stop saying "let me get back to you"
Pull a citeable answer while the client is still on the line — and sound like the firm with a research team behind it, because now you have one.
One platform for the full engagement — research, planning, modeling, return review, and resolution. Built for the solo CPA who's the whole firm: preparer, reviewer, advisor, and research department, all before lunch.
No associates to delegate to, no library down the hall — just you and the next deadline. TaxFigure is the research department a solo practice could never afford to staff.
Pull a citeable answer while the client is still on the line — and sound like the firm with a research team behind it, because now you have one.
Check the gray-area treatment against primary authority — IRC, Treasury Regs, rulings, and case law — so the return is defensible the day you sign it.
When deadlines pile up and the gray-area questions keep coming, the cited answer arrives in the time it takes to scan the next return.
Move across the entire engagement without leaving the platform — or losing context. Every answer, model, and review is anchored to the same citeable authority.
Federal, state & municipal authority in seconds — the answer arrives before the client finishes the question.
Entity selection, retirement sequencing, and year-end strategy — the advisory work clients actually pay extra for.
Roth conversions, §199A optimization, basis & waterfalls — quick enough to model mid-meeting.
Missed deductions, position validation, multi-state nexus — caught before the return ships, not after busy season ends.
Penalty abatement, reasonable cause, and audit support — handled in-house instead of referred out.
The hard questions don't wait for a quiet afternoon — they come up mid-call, mid-review, mid-season. TaxFigure keeps up with the way a solo practice actually runs.
See it on a live questionType the question as they ask it. Get a citeable answer before the conversation moves on.
Second-guessing a deduction or an election? Validate it against primary authority in seconds.
No partner to sanity-check a tricky position — so let the authority do it. Cross-checked, cited, neutral.
When every hour counts, research that took two hours takes two minutes — and the season gets survivable.
Other tools give you a paragraph. TaxFigure gives you a paragraph with its sources attached — and the trail to prove it.
Cite the IRC section straight to the client. Anchor the position before you sign. Your one-person firm leaves the paper trail a national firm does.
Ask in plain English the way you'd ask the colleague you'd hire if you could — no query syntax, no learning curve.
Take the client who just moved states without taking on a research project. Every state, one query, no extra subscriptions.
Every answer timestamped and source-anchored — workpaper-quality documentation without writing workpapers.
Pick up the client file where last call left off — the platform remembers, so you don't have to start over every time.
A solo practice can't specialize in everything. TaxFigure covers the breadth so you don't have to turn the work away.
Federal IRC, every state, and 1,000+ municipal codes — so a multi-state client never has to walk down the street.
Post-Wayfair nexus and marketplace rules — the exposure your e-commerce clients didn't know they had.
Employment tax and worker classification — the gray areas your small-business clients run into first.
Tax Court decisions, appellate rulings, and the specialty areas your clients assume their CPA already covers.
Purpose-built components sit beneath the intelligence engine — so client documents and client data are handled the way a practitioner expects.
Vision models parse W-2s, 1099s, K-1s, brokerage statements, and prior-year returns into clean, structured data — the data entry, handled.
Detects, tokenizes, and governs client PII before it ever reaches a model — the per-client isolation your §7216 confidentiality obligations demand.
From a brand-new shingle to a steady book of returns — the platform scales to the way a solo CPA actually works.
Be the whole firm without the whole staff. Research, review, and advise — all covered.
Left the firm to go out on your own? Bring the big-firm research desk with you.
A two-person office that answers hard questions like a twenty-person one.
Take the clients you want without rebuilding a research library to do it.
When the next client question is the work, TaxFigure makes you the firm with an answer ready — not the one promising to get back to them.
What solo practitioners ask before bringing TaxFigure into their practice.
Yes — that's the core use case. Ask in plain English and the answer arrives in seconds as a bottom-line-up-front summary with inline citations, fast enough to resolve most questions during the call instead of promising to get back to them.
Every answer includes inline citations and a sources panel linking to the underlying authority — IRC sections, Treasury Regulations, rulings, and caselaw — so you can click through and verify the primary source before you rely on it.
PDF, Word, Excel, CSV, and image files (JPG/PNG) up to 10 MB each — W-2s, 1099s, K-1s, prior-year returns, receipts, and IRS correspondence. Documents are OCR-processed, classified, and auto-categorized into income, deductions, assets, and compliance, then become available to chat, insights, and checklists.
Yes. Ask it to validate a deduction, election, or gray-area treatment and it checks the position against current law and guidance, returning a cited answer you can keep with the file as documentation.
Each client is an entity with its own isolated workspace — individuals, LLCs, S-corps, partnerships, and trusts — so answers are scoped to that client's structure, tax year, and uploaded documents rather than generic guidance.
Client PII is detected and tokenized before it ever reaches a model, and every entity workspace is isolated per client — the per-client confidentiality treatment a practice's §7216 obligations expect.
Answers current as of 2026-06-18.
Bring a real client question, a real gray area, a real return. We'll show you the citeable answer in minutes — and you'll see what a research department feels like.